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Invesco Russell 1000 Dynamic Multifactor ETF

124 hedge funds and large institutions have $1.99B invested in Invesco Russell 1000 Dynamic Multifactor ETF in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

73% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 33

29% more capital invested

Capital invested by funds: $1.54B → $1.99B (+$452M)

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

9% more funds holding

Funds holding: 114124 (+10)

5.69% more ownership

Funds ownership: 85.62%91.32% (+5.7%)

Holders
124
Holders Change
+10
Holders Change %
+8.77%
% of All Funds
1.99%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
23
Increased
57
Reduced
33
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$821M -$47.9M -1,122,023 -6%
HSA
2
HBK Sorce Advisory
Pennsylvania
$223M +$135M +3,151,920 +154%
LPL Financial
3
LPL Financial
California
$121M +$19M +445,043 +19%
AWS
4
AJ Wealth Strategies
New York
$71.1M +$54M +1,264,542 +323%
PI
5
PFS Investments
Georgia
$66.5M +$1M +23,511 +2%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$64.5M +$34.8M +815,354 +119%
Corient Private Wealth
7
Corient Private Wealth
Florida
$50.8M +$50.5M +1,183,370 New
CGL
8
Clarius Group LLC
Washington
$47.6M -$1.64M -38,531 -3%
Morgan Stanley
9
Morgan Stanley
New York
$39.8M -$2.95M -69,021 -7%
AA
10
ACT Advisors
North Carolina
$28.8M +$2.16M +50,533 +8%
ST
11
Spinnaker Trust
Maine
$26.9M +$621K +14,550 +2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$26.6M +$11.6M +272,603 +79%
Bank of America
13
Bank of America
North Carolina
$26.5M +$2.13M +49,814 +9%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$26.5M +$594K +13,922 +2%
WPW
15
Waldron Private Wealth
Pennsylvania
$25.1M
Osaic Holdings
16
Osaic Holdings
Arizona
$21.5M +$7.13M +167,057 +50%
RJA
17
Raymond James & Associates
Florida
$20.4M +$2.65M +62,204 +15%
Mariner
18
Mariner
Kansas
$19.4M +$19.2M +450,930 New
EFL
19
ERn Financial LLC
Wisconsin
$17.8M +$582K +13,636 +3%
DLIC
20
Daido Life Insurance Company
Japan
$17.3M
AFA
21
Alpha Financial Advisors
North Carolina
$17.3M +$17.2M +402,498 New
Ameriprise
22
Ameriprise
Minnesota
$12M +$699K +16,370 +6%
Truist Financial
23
Truist Financial
North Carolina
$11.6M +$4.47M +104,702 +64%
PIA
24
Perennial Investment Advisors
California
$11.1M +$595K +13,936 +6%
QA
25
Quantitative Advantage
Minnesota
$11M +$809K +18,946 +8%

OMFL Hedge Fund Activity: Q4 2022 in Review

124 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) for Q4 2022, worth a combined $1.99B — up 29% from $1.54B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new OMFL positions and 9 closed out — a net gain of 14 holders — while 57 added to existing stakes and 33 trimmed.

The largest buyer was HBK Sorce Advisory, adding an estimated $135M. The largest seller was Invesco, cutting an estimated $47.9M.

  • 124 institutional investors held Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) as of Q4 2022, up from 114 in Q3 2022.
  • Funds reported $1.99B of Invesco Russell 1000 Dynamic Multifactor ETF stock for Q4 2022, up 29% quarter-over-quarter.
  • 23 funds opened new Invesco Russell 1000 Dynamic Multifactor ETF positions in Q4 2022 and 9 closed out, a net change of +14 holders.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF buyer in Q4 2022 was HBK Sorce Advisory, an estimated $135M added.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF seller in Q4 2022 was Invesco, an estimated $47.9M sold.

Based on aggregated 13F filings for Q4 2022.